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Add a Global Change

Schedule Overview > Activities Overview > Activities Page Tools > Global Change Overview

Add as many global changes as necessary to define different activity update scenarios in your project. Global changes are automatically saved to your project and can be run at any time. By default, new global changes are only visible to the user who created them, but they can be made publicly accessible to all users who have access to the project.

Global change parameters consist of If and Then statements. If statements define the field values that you want to identify on an activity. When a global change is run, each activity in the project is evaluated against the conditions in the If statement. Then statements specify the changes to be made when any or all of the field values are found for the activity. Changes are only made to activities for which the conditions of the If statement are true. Multiple If and Then conditions can be defined for a global change.

You must have the required security privileges to add, edit, or delete global changes.

After a global change is added or copied, it can be run on demand at any time. For more information, see Run a Global Change.

To add a global change:

1. Navigate to the project Activities page
   1. In the object selector, select a project.
   2. In the sidebar, hover over  Schedule, and select Activities.
2. On the Actions  menu, select Global Change.
3. In the Global Changes panel, select  Add.

   Note: If an existing global change is similar to the one you want to create, you can select the  Context menu next to the global change, select Duplicate, and then edit the duplicated global change.

4. For the new global change, complete the following fields:
   • Name: Enter a name for the new global change.
   • Type: Select Private if you want the global change to only be available to you. Select Public if you want the global change to be available to all project users.
5. In the Parameters panel, configure the following global change parameters:
   1. In the If section:
      • Select All of the following or Any of the following to specify which If conditions must be true.
      • Select  Add a condition.
      • Select the Field that you want to identify on an activity.
      • Select the Operator for the field. The values available are specific to the type of field selected.
      • Enter the Value that you want to identify for the selected field. Depending on the field and operator selected, you may need to enter a string value, select a predefined value, or define a range of values.
      • (Optional) Add conditions to define more If criteria. Select the  Context menu next to a condition to delete it.
   2. In the Then section:
      • Select  Add a condition.
      • Select a Field, Operator, and Value to define the changes to be made to each activity that satisfies the conditions of the If statement.
      • (Optional) Add conditions to define more Then criteria. Select the  Context menu next to a condition to delete it.
6. All changes made to this page are saved automatically.

Tips

• In the Global Changes panel, select  Settings to configure columns, filters, and grouping options for the list of global changes.
• In the global change list, select the  Context menu to add, duplicate, run, or delete a global change.
• You can also copy existing global changes from other projects in your workspace. See Copy a Global Change from Another Project for more information.

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Last Published Tuesday, May 21, 2024